See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $49,687 |
RETIREMENT, LLC3 years Filed as: RETIREMENT LLC Service code 26 · EIN 26-3723532 13838 QUAIL POINTE DRIVE, STE B · OKLAHOMA CITY, OK 73134 | Advisory (Participants) | $8,970 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,399 | $60,488-13.4% | $109,895-52.3% | $79,386-34.0% |
| Participation rate | 97.2% | 67.0%+30.2pp | 74.2%+23.0pp | 70.7%+26.5pp |
| Annual return | 16.27% | 189.57%-173.3pp | 29.45%-13.2pp | 116.85%-100.6pp |
| Employer contribution / active EE | $238 | $1,649-85.6% | $2,842-91.6% | $2,427-90.2% |
| Participant deferral / active EE | $2,290 | $3,220-28.9% | $4,048-43.4% | $4,046-43.4% |
| Admin fee / account holder | $59 | $605-90.2% | $6,066-99.0% | $626-90.5% |